Document Categories
Within the Workspaces application you are able to define specific Document Categories to use. You can apply these categories to your documents when loading them into the workspace or folders within a workspace. Identifying documents by category enables you to easily track and maintain documents.
To create Document categories:
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Go to Administration > Application Settings > Workspaces > Document categories.
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Select New Document category from the Create Button.
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Enter the Document category name and Notes, if desired.
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Check the Active document category box.
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You may optionally select one of the document categories to be the default category by checking the Default document category box.
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Click Save.